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Discharge Planning, Transfer Summaries, and Transitions of Care

Runs an effective discharge planning process from the start of care: the patient’s goals and preferences guide planning; patients transferring to another home health agency or discharged to a skilled nursing facility, inpatient rehabilitation facility or long-term care hospital are helped to choose a provider using quality and resource use data; necessary medical information goes to the receiving provider; and the discharge summary is sent within 5 business days of discharge and the transfer summary within 2 business days of a planned transfer or of learning of an unplanned one.

Preview: full text with a package
About this policy
Policy number
OH-HH-DC-01
Version
1.0
Main rule
42 CFR §484.58
Library
Ohio home health · 59 policies
Category
Service delivery
Sections
18

In short

  • Plan for discharge from the first visit, around the patient’s goals.
  • When a patient goes to another home health agency or a nursing or rehabilitation facility, help them choose using quality data, and let them decide.
  • Send the receiving provider the information it needs, including medications and DNR status.
  • Send the discharge summary within 5 business days of discharge, and the transfer summary within 2 business days of a transfer or of learning about it.

What's inside

18 sections. The full text comes with the One-time Policy Pack.

Full text with a package
  • Terms of Reference
  • 1. Purpose
  • 2. Scope
  • 3. Definitions
  • 4. Policy Statement (42 CFR §484.58)
  • 5. Planning for Discharge From the Start of Care
  • 6. Helping the Patient Choose a Post-Acute Provider
  • 7. Information Sent With a Patient Who Transfers
  • 8. Discharge and Transfer Summaries
  • 9. Assessments at Transfer and Discharge
  • 10. Communication at Discharge
  • 11. Responsibilities
  • 12. Records and Compliance Monitoring
  • 13. Staff Training
  • 14. References
  • 15. Related Policies and Forms
  • 16. Approval
  • 17. Revision History

An inspector may ask

  • Show me how you planned for this patient’s discharge from the start of care.
  • This patient went to a skilled nursing facility. How did you help them choose, and what data did you share?

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